Stonegate Investment Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Hold
0
-$439K 397
2024
Q3
Hold
0
245
2024
Q2
Hold
0
226
2024
Q1
Sell
-50
Closed -$8.35K 234
2023
Q4
$302K Hold
50
0.01% 248
2023
Q3
$201K Hold
50
0.01% 278
2023
Q2
$222K Buy
+50
New +$5.71K 0.01% 287

Other funds holding AMZN

Stonegate Investment Group's AMZN Position: Q3 2025 in Review

Stonegate Investment Group increased its Amazon (AMZN) stake by 0.03% in Q3 2025, buying an estimated $45.5K and bringing the position to 618,973 shares worth $136M. The position accounts for 3.15% of the portfolio, ranked #7.

Stonegate Investment Group first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Stonegate Investment Group held 618,973 shares of Amazon worth $136M as of Q3 2025.
  • Stonegate Investment Group bought 201 Amazon shares in Q3 2025, an estimated $45.5K.
  • Amazon made up 3.15% of Stonegate Investment Group's portfolio in Q3 2025, its #7 holding.
  • Stonegate Investment Group first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.